Texas Yale Capital Corp’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Texas Yale Capital Corp’s Portfolio SDOG Stock Details SDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,750	Closed	-$287K	–	443
2023 Q2	$287K	Hold	5,750	–	–	0.01%	373
2023 Q1	$294K	Hold	5,750	–	–	0.02%	379
2022 Q4	$296K	Hold	5,750	–	–	0.02%	382
2022 Q3	$260K	Hold	5,750	–	–	0.02%	380
2022 Q2	$288K	Hold	5,750	–	–	0.02%	365
2022 Q1	$317K	Hold	5,750	–	–	0.02%	370
2021 Q4	$308K	Hold	5,750	–	–	0.02%	370
2021 Q3	$294K	Hold	5,750	–	–	0.02%	377
2021 Q2	$304K	Hold	5,750	–	–	0.02%	370
2021 Q1	$296K	Hold	5,750	–	–	0.02%	369
2020 Q4	$257K	Hold	5,750	–	–	0.02%	383
2020 Q3	$217K	Hold	5,750	–	–	0.02%	389
2020 Q2	$209K	Buy	+5,750	New	+$201K	0.02%	387
2020 Q1	–	Sell	-5,750	Closed	-$269K	–	438
2019 Q4	$269K	Hold	5,750	–	–	0.02%	406
2019 Q3	$252K	Hold	5,750	–	–	0.02%	405
2019 Q2	$250K	Sell	5,750 -5,750	-50%	-$248K	0.02%	413
2019 Q1	$494K	Buy	11,500 +5,750	+100%	+$244K	0.02%	401
2018 Q4	$225K	Hold	5,750	–	–	0.02%	385
2018 Q3	$264K	Hold	5,750	–	–	0.02%	402
2018 Q2	$256K	Sell	5,750 -1,750	-23%	-$77.8K	0.02%	403
2018 Q1	$327K	Hold	7,500	–	–	0.03%	377
2017 Q4	$344K	Hold	7,500	–	–	0.03%	369
2017 Q3	$331K	Hold	7,500	–	–	0.03%	373
2017 Q2	$320K	Hold	7,500	–	–	0.03%	373
2017 Q1	$322K	Buy	+7,500	New	+$323K	0.03%	371

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Texas Yale Capital Corp's SDOG Position: Q3 2023 in Review

Texas Yale Capital Corp sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2023, closing a stake of 5,750 shares — an estimated $287K sold.

Texas Yale Capital Corp first reported a position in SDOG in Q1 2017 and held it in 25 quarters. The position peaked at $494K in Q1 2019. 130 funds tracked by Wall St. Rank hold SDOG as of Q3 2023.

Texas Yale Capital Corp reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2023 after selling out during the quarter.
Texas Yale Capital Corp sold 5,750 ALPS Sector Dividend Dogs ETF shares in Q3 2023, an estimated $287K.
Texas Yale Capital Corp first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2017 and held it in 25 quarters.
Texas Yale Capital Corp's ALPS Sector Dividend Dogs ETF position peaked at $494K in Q1 2019.
130 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2023.

Based on Texas Yale Capital Corp's 13F filing for Q3 2023, filed 9 Nov 2023.